Is Sandisk the Smartest Investment You Can Make Today?

• Sandisk has evolved since its spin-off from Western Digital successful February 2025.

• The flash representation shaper is beating its ain guidance and putting up beardown numbers.

• Looking beyond its accepted markets, absorption has precocious hopes for information halfway sales.

• 10 stocks we similar amended than Sandisk ›

Despite the monolithic runs that Nvidia and Palantir Technologies person seen implicit the past mates of years, neither 1 of them tin clasp a candle to a California tech banal with a comparatively diminutive marketplace capitalization of $61 billion. But Sandisk (NASDAQ: SNDK) was the best-performing banal successful each of the S&P 500 past year, and it's keeping that momentum close present with a 74% summation truthful acold successful 2026.

With its expertise successful information retention devices, borderline computing, and a tantalizing accidental to service the fast-growing information halfway market, Sandisk whitethorn beryllium the champion azygous concern that you tin marque close now. Let's instrumentality a person look astatine this company.

Sandisk has been astir for a small while, but it's wholly understandable if you've overlooked it due to the fact that for a portion it was absorbed by different company. Sandisk was acquired successful 2016 by different information retention maker, Western Digital, giving Western Digital entree to Sandisk's NAND flash technology.

But successful 2023, Western Digital announced plans to rotation disconnected the flash concern arsenic a caller nationalist institution nether the Sandisk name. That spinoff was completed astir a twelvemonth ago, successful February 2025, and includes some Sandisk's and Western Digital's flash products with an accent connected solid-state drives (SSDs), representation cards and USB drives. Western Digital, meanwhile, focuses connected hard disk drives (HDDs.)

Sandisk has been a blistery commodity ever since. Its retention tin beryllium utilized successful a assortment of products, including phones, laptops, cameras, and crippled systems. The astir lucrative portion of the company's concern is its borderline component, which supplies retention for astute devices that make information -- specified arsenic cars, drones, information cameras, centrifugal vehicles, and mill equipment.

While the borderline part is the large operator of gross and profits today, it has a important maturation accidental successful the information halfway market, supplying retention systems to hyperscalers who are creating the computing capableness companies request for unreality computing and analyzable artificial quality programs.

The company's gross successful the archetypal 4th of fiscal 2026 (ended Oct. 3, 2025) totaled $2.3 billion, up 23% from a twelvemonth agone and beating the company's guidance. Sandisk posted nett income of $112 million, which was up 587% from the erstwhile 4th but down from $211 cardinal connected a year-over-year basis. Diluted net per stock came successful astatine $0.75, down from $1.46 a twelvemonth ago.